Matthew Jason Blank

Employer firm

Lowell Road Asset Management, Inc. CRD 164370

$50.3M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Lowell Road Asset Management, Inc.

1295 Northern Boulevard Suite 24, Manhasset, NY 11030 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-15

NY RA
APPROVED

Since 2021-07-15

Branch Locations

1295 Northern Boulevard Suite 24, Manhasset, NY 11030 • United States

Port Washington, NY • United States

Blank Equity Management Llc

14 Vanderventer Ave Suite 200, Port Washington, NY 11050 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-08

NY RA
APPROVED

Since 2021-06-08

Branch Locations

14 Vanderventer Ave Suite 200, Port Washington, NY 11050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Blank Equity Management Llc	Port Washington	NY	11/2010	Present
Lowell Road Asset Management, Inc.	Port Washington	NY	09/2020	Present

11/2010 → Present

Blank Equity Management Llc

Port Washington, NY
09/2020 → Present

Lowell Road Asset Management, Inc.

Port Washington, NY

Previous Registrations

2005-08-23 → 2011-12-31

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

BLANK EQUITY MANAGEMENT; INVESTMENT RELATED; PORT WASHINGTON, NY; REGISTERED INVESTMENT ADVISOR; OWNER/INVESTMENT ADVISORREPRESENTATIVE; START DATE 11/2010; APPROX 120 HRS/MONTH, 120 HRS DURING SECURITIES TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-08-09
S63	Uniform Securities Agent State Law Examination	2003-03-19

S66 Uniform Combined State Law Examination

2005-08-09
S63 Uniform Securities Agent State Law Examination

2003-03-19

Designations

Certified Financial Planner

View on SEC IAPD